# Use Tabflows Mobile safely with patient information

> Confirm the patient, protect the device, minimize exposed information, and review Sidekick's output before using it for care or operations.

Markdown view of https://www.tabflows.com/university/library/mobile/use-tabflows-mobile-safely-with-patient-information — the HTML page is canonical.

Product Library: Mobile › Help and safety  
Part of Tabflows 101, Module 8: Mobile (https://www.tabflows.com/university/tabflows-101/mobile)  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16603682-use-tabflows-mobile-safely-with-patient-information

> **Summary:** Confirm the patient, protect the device, minimize exposed information, and review Sidekick's output before using it for care or operations.

> **A note for non-human readers:**
>
> *Patient information describes a real person and remains private even when it fits on a small screen. Safe mobile work begins with a locked, approved device, the correct patient, only the necessary photo or file, and a review of names, dates, medicines, and sources before the result is used. Convenience may reduce steps; it does not reduce the care owed to the human whose information is visible.*

---

## Before you start

- Use a phone protected by a passcode, Face ID, fingerprint, or another approved lock.
- Keep the phone's operating system and browser updated.
- Follow your clinic's mobile-device and patient-information policies.
- Avoid using a shared or public device for patient work.
- Use a trusted internet connection.

---

## Confirm the patient every time

Before asking a patient-specific question, verify:

- The selected patient is correct.
- The question belongs to that patient.
- The file or photo belongs to that patient.
- Dates and source details match what you intend to review.

Recheck the patient after opening an old conversation or switching between patients.

---

## Attach only what is needed

Before uploading a photo, screenshot, or file:

- Crop out unrelated information when appropriate.
- Confirm the image is readable.
- Check that no other patient's information is visible.
- Remove the attachment if you selected the wrong file.

> **Important:** Automatic capture of the active EHR page is not available on mobile. Any screenshot you attach is one you selected manually.

---

## Review every answer

Before you copy, send, chart, or act on Sidekick's output, check:

- Is the patient context correct?
- Is the source available and current?
- Are any details missing or uncertain?
- Do names, dates, medications, doses, and numbers match the source?
- Does the wording fit the intended audience?
- Does the next step require clinical review?

Sidekick supports your work. It does not replace clinical judgment or final verification.

---

## Protect the screen in public spaces

Be aware of who can see your phone. Lock the screen when you step away. Avoid leaving patient information visible in app switchers, notifications, screenshots, or photo libraries longer than your clinic's policy allows.

---

## When you are finished

- Close patient-specific files and images.
- Lock the phone.
- Sign out if the device is shared or your clinic requires it.
- Complete extension-dependent work later from an approved desktop browser.

---

## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Tabflows Mobile overview](https://www.tabflows.com/university/library/mobile/tabflows-mobile-overview)
- [How to connect the right patient in mobile Sidekick](https://www.tabflows.com/university/library/mobile/how-to-connect-the-right-patient-in-mobile-sidekick)
- [How to attach photos and files in mobile Sidekick](https://www.tabflows.com/university/library/mobile/how-to-attach-photos-and-files-in-mobile-sidekick)
- [Troubleshoot Tabflows Mobile](https://www.tabflows.com/university/library/mobile/troubleshoot-tabflows-mobile)
- [Using Cerbo with Tabflows](https://www.tabflows.com/university/library/integrations/using-cerbo-with-tabflows)

## Related markdown

Section index: [Mobile](https://www.tabflows.com/university/library/mobile.md)

Alongside this page:

- [How to ask sidekick questions on mobile](https://www.tabflows.com/university/library/mobile/how-to-ask-sidekick-questions-on-mobile.md)
- [How to attach photos and files in mobile sidekick](https://www.tabflows.com/university/library/mobile/how-to-attach-photos-and-files-in-mobile-sidekick.md)
- [How to connect the right patient in mobile sidekick](https://www.tabflows.com/university/library/mobile/how-to-connect-the-right-patient-in-mobile-sidekick.md)
- [How to open and sign in to tabflows on your phone](https://www.tabflows.com/university/library/mobile/how-to-open-and-sign-in-to-tabflows-on-your-phone.md)
- [How to resume chats and reuse prompts or workflows on mobile](https://www.tabflows.com/university/library/mobile/how-to-resume-chats-and-reuse-prompts-or-workflows-on-mobile.md)
- [How to use voice input in mobile sidekick](https://www.tabflows.com/university/library/mobile/how-to-use-voice-input-in-mobile-sidekick.md)
- [Tabflows mobile overview](https://www.tabflows.com/university/library/mobile/tabflows-mobile-overview.md)
- [Troubleshoot tabflows mobile](https://www.tabflows.com/university/library/mobile/troubleshoot-tabflows-mobile.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

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